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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $4,544 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,513 | $65,437-21.3% | $86,698-40.6% | $66,949-23.1% |
| Participation rate | 81.1% | 75.5%+5.7pp | 76.6%+4.6pp | 69.8%+11.3pp |
| Annual return | -13.35% | -10.91%-2.4pp | 35.96%-49.3pp | 1.57%-14.9pp |
| Employer contribution / active EE | $623 | $2,154-71.1% | $2,837-78.0% | $2,545-75.5% |
| Participant deferral / active EE | $3,866 | $4,102-5.8% | $4,656-17.0% | $4,239-8.8% |
| Admin fee / account holder | $36 | $642-94.5% | $7,492-99.5% | $594-94.0% |